Lodestone Wealth Management LLC Jp Morgan Diversified Return Transaction History
Lodestone Wealth Management LLC
- $200 Billion
- Q3 2024
A detailed history of Lodestone Wealth Management LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 6,276 shares of JPEM stock, worth $339,406. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,276
Previous 6,802
7.73%
Holding current value
$339,406
Previous $368 Million
3.38%
% of portfolio
0.18%
Previous 0.19%
Shares
8 transactions
Others Institutions Holding JPEM
# of Institutions
127Shares Held
7.57MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL2.67MShares$145 Million0.14% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX496KShares$26.8 Million0.97% of portfolio
-
Bank Of America Corp Charlotte, NC336KShares$18.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC272KShares$14.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY235KShares$12.7 Million0.0% of portfolio